AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
Mr. Dubie heads a small group of Morgan Stanley retirement plan advisors located in the Burlington, VT area. He serves corporations, non-profits, corporate executives, high net worth individuals, and foundations. Services cover everything from retirement planning, 401(k) rollovers, asset management, and financial planning to corporate cash management, corporate pension funds, and executive financial services and more. He is a board member for the Morgan Stanley retirement plan advisory group.
He has more than 20 years of experience in the retirement benefits field and has won various awards. He was a guest speaker at the 2010 PLANADVISOR annual conference and was named to the PLANADVISOR Top 100 retirement plan advisors from 2010 through 2014. He was also named a Financial Times Top 401 Retirement Plan Advisors in 2015 and 2016.
www.morganstanleyfa.com/dubie
802-652-6069
Retirement Plans: 114
Participants: 58,000 0
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